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United Parcel Service

2,104 hedge funds and large institutions have $50.2B invested in United Parcel Service in 2025 Q4 according to their latest regulatory filings, with 352 funds opening new positions, 723 increasing their positions, 848 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

4.35% more ownership

Funds ownership: 64.03%68.38% (+4.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

15% less repeat investments, than reductions

Existing positions increased: 723 | Existing positions reduced: 848

Holders
2,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$2.03B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1801
Hills Bank & Trust
Iowa
$120K
IWP
1802
IAG Wealth Partners
Wisconsin
$116K
CWP
1803
Concord Wealth Partners
Virginia
$115K
BOJHT
1804
Bank of Jackson Hole Trust
Wyoming
$113K
FCT
1805
First Community Trust
Iowa
$112K
PB
1806
Pinnacle Bancorp
Nebraska
$112K
QPBE
1807
Quintet Private Bank (Europe)
Luxembourg
$112K
AA
1808
Addison Advisors
Vermont
$107K
MAM
1809
Marquette Asset Management
Minnesota
$106K
BAM
1810
Bellevue Asset Management
Washington
$106K
PWA
1811
Physician Wealth Advisors
Utah
$106K
LI
1812
LRI Investments
Florida
$105K
TFIPS
1813
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
DE
1814
DV Equities
Illinois
$102K
FDP
1815
Financiere des Professionnels
Quebec, Canada
$99.2K
RCM
1816
Raleigh Capital Management
North Carolina
$99.2K
NFSG
1817
Newbridge Financial Services Group
Florida
$98.9K
SWM
1818
SHP Wealth Management
Massachusetts
$98.9K
TSMHT
1819
Thurston Springer Miller Herd & Titak
Indiana
$98.7K
AF
1820
Advisornet Financial
Minnesota
$98.1K
API
1821
Asset Planning Inc
California
$97.9K
CSPIA
1822
Cary Street Partners Investment Advisory
Virginia
$97.2K
QL
1823
Quarry LP
New York
$97.2K
BCM
1824
Boreal Capital Management
Florida
$95.9K
ATC
1825
Adirondack Trust Company
New York
$95.3K